• SCHEDULE OF ASSETS AND DEBTS

  • The Schedule of Assets and Debts is a Court mandated form that is exchanged between the parties pursuant to statute pursuant to their fiduciary duty to each other. It is a detailed inventory of all the community assets and debts, and each party’s separate assets and debts. Please note, you must provide us with all of the documents supporting the information disclosed that you are in possession of, or can obtain through reasonable efforts. Please call our office if you have any questions about this process at (559) 230-2600.

  • REAL ESTATE (Give street address or APN)
  • Drag and drop copies of deeds and latest lender's statement
  • HOUSEHOLD FURNITURE, FURNISHINGS, & APPLIANCES
  • JEWELRY, ANTIQUES, ART, COIN COLLECTIONS, ETC.
  • VEHICES, BOATS, & TRAILERS (Describe)
  • Drag and drop copies of title documents
  • SAVINGS ACCOUNTS (Identify account name, account number, bank, and branch)
  • Drag and drop copies of latest statements
  • LIFE INSURANCE
  • Drag and drop copies of declaration page for each policy
  • STOCKS, BONDS, SECURED NOTES, & MUTUAL FUNDS (Identify)
  • Drag and drop copies of latest statements
  • RETIREMENT AND PENSIONS (Identify account name)
  • Drag and drop copies of latest statements
  • PROFIT SHARING, ANNUITIES, IRAS, & DEFERRED COMPENSATION (Identify accounts)
  • Drag and drop copies of latest statements
  • ACCOUNTS RECEIVABLE AND UNSECURED NOTES (Identify)
  • Drag and drop copies
  • PARTNERSHIPS AND OTHER BUSINESS INTERESTS (Identify)
  • Drag and drop copies of latest Forms K-1, 1099, and Schedule C
  • OTHER ASSETS (Identify)
  • Drag and drop any supporting documents
  • STUDENT LOANS (Identify account name and number)
  • Drag and drop copies of latest statements
  • TAXES (Identify taxing authority)
  • Drag and drop copies of latest statements
  • SUPPORT ARREARAGES (Identify obligation)*
  • Drag and drop copies of all supporting orders and statements
  • UNSECURED LOANS (Identify lender)
  • Drag and drop copies of notes and latest statements
  • CREDIT CARDS (Identify account names and numbers)
  • Drag and drop copies of latest statements
  • OTHER DEBTS (Identify and attach copy of latest statement)
  • Drag and drop supporting documents
  • Should be Empty: